Management expects to ship more Blackwell chips over the next few quarters, as production ramps up. This seems to suggest ...

Nvidia's data center disruption is expected to drive over 100% revenue growth in fiscal 2025 and beyond. Read why I remain ...

Nvidia beats Q3 revenue by $2B, with 94% YoY growth to $35B. Data center revenue tops $30B. Blackwell’s ramp by mid-2025 ...

Nvidia CEO Jensen Huang will deliver the opening keynote at CES 2025 on January 6, followed by a Q&A event for financial ...

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Yet while Dell shares (DELL) are still up a sizable 62% on the year following Wednesday's open, they've lost some of their shine due to an underwhelming outlook. The shares are down 12.8% in Wednesday ...

Dell Technologies stock sank Wednesday as the company took a cautionary approach to its fourth quarter guidance, warning that ...

Advanced Micro Devices' stock is undervalued and offers profit growth potential driven by data center sales surge. Read why I maintain a Strong Buy rating on AMD stock.

The company is forecasting lower server sales, and blamed the shortfall on enterprise customers that are waiting to snap up ...

A senior data infrastructure analyst says investors shouldn’t expect linear quarterly growth related to the adoption of ...

There may or may not be some deals on high-end graphics cards during the Black Friday timeframe, but it's a bad idea to plunk ...

(Reuters) -Shares of Dell and HP fell on Wednesday after the personal computer makers issued forecasts that cast doubt on a ...